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Conferences

19th Annual Estate Planning Conference Online

Certainty remains the cornerstone of every successful estate plan, even as the estate planning landscape continues to evolve. At TEN The Education Network’s 19th Annual Estate Planning Conference, we’ll delve into the intricacies of crafting resilient and adaptable estate plans. T........

Date/Time

Thursday 20 & Friday 21 March 2025

Crown Melbourne or Online

About the Conference

Certainty remains the cornerstone of every successful estate plan, even as the estate planning landscape continues to evolve. At TEN The Education Network’s 19th Annual Estate Planning Conference, we’ll delve into the intricacies of crafting resilient and adaptable estate plans. This year, our focus includes strategies for structuring testamentary trusts to minimise future risk, dealing with aged trusts and ageing trustees, and addressing the challenges of loans and UPEs in the estate plan. Additional sessions will explore avoiding tax bombs in the estate plan, as well as creative estate planning solutions for blended families.

Day 1 - Thursday 20 March 2025

Trusts and Distributions in the Estate Plan

  • Avoiding a World of Hurt: Structuring a Testamentary Trust to Minimise Future Risk
  • Nothing Lasts Forever: Dealing with Aged Trusts and Ageing Trustees
  • Keeping on the Straight and Narrow: The Role of Enduring Attorneys in Family Trusts
  • Interim Distributions in Estate Planning: When Beneficiaries Want Their Money Now

Super, Loans and Tax

  • Binding (and Not So Binding) Death Benefit Nominations: The Complexities of Super Estate Planning
  • More Than Just Division 7A: Exploring the Wider Implication of Loans and UPEs in the Estate Plan
  • Avoiding Tax Nasties in the Estate Plan

Day 2 - Friday 21 March 2025

Family Dynamics Shaping the Estate Plan

  • Keeping it all in the Family…but which Family? Creative Estate Planning Solutions for Blended Families
  • When Family Law and Estate Planning Collide - Planning with Both in Mind
  • Structuring the Estate to Protect Vulnerable Beneficiaries

Contemporary Challenges

  • Calling Australia Home: The Many and Varied Definitions of Foreign Residency and How They Impact Estate Planning
  • Knowing When to Continue (and When to Cease) Acting for the Estate Across the Generations

The Faculty

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane, Qld

Matthew Burgess, Director, View Legal, Australia

Ed Skilton, Principal Lawyer, Sladen Legal, Melbourne, Vic.

Steve Grant, Director, Merthyr Law, Brisbane, Qld

Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne, Vic.

Daniel Smedley, Principal, Sladen Legal, Melbourne, Vic.

Patrick Ellwood, Director, Clover Law, Brisbane, Qld

Justine Taylor, Principal Director, Uther Webster & Evans, Sydney, NSW

Barry Berger, Principal, AccS(Fam), Dignity EDR, Melbourne, Vic

Jennifer Dixon, Practice Leader, Moores, Melbourne, Vic.

Greg Russo, Principal, AccS(Wills&Estates), Greg Russo Law, Melbourne, Vic

Paul Evans, Partner, Makinson d'Apice Lawyers, Sydney, NSW

Sophie Cohen, Director, Aintree Group Legal, Melbourne, Vic.

Naomi Guyett, Partner, Danaher Moulton, Melbourne, Vic

Feedback

  • Excellent topics, well researched and presented.
  • The calibre of the speakers was excellent and it was a truly safe space to ask questions. I don’t think I have ever asked so many questions at a conference. I was fully engaged with the content of every presentation. The array of topics was relevant to issues arising in everyday practice, and the speakers were all engaging. I formed several new important connections with interstate practitioners, only possible by attending in person. A VERY worthwhile experience all round!
  • It was my first attendance and I thoroughly enjoyed it. The information shared was extremely helpful and relevant. Thank you!

CPD Certificate

Lawyers:  11 CPD units/points (10 substantive law units and 1 ethics unit (Session 12))

Accountants:  11 CPD hours (including 1 CPD hour of ethics (Session 12))

All delegates attending the conference will receive a CPD Certificate confirming attendance.

Registration Special Offer

If you register and pay by 14 February 2025 you will pay only $1980 – a saving of $308 off the full price conference registration fee of $2288.

Multiple registration discount?

If you would like to send 3 or more people from your company to this conference the following discounts apply:

  • 3 registrations – 5% discount off each registration
  • 4 registrations – 10% discount off each registration
  • 5 or more registrations – 15% discount off each registration

To access this discount simply contact Jenna (details below) to organise the registrations for you.

One-day only? We do accept bookings for attending one day only.  To organise a one-day booking, please contact Jenna.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell, on (03) 8601 7729 or email: [email protected]

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